Corporate Development Analyst

Allworth Airline Advisors (Formerly RAA); Folsom (CA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA/Healthcare accounts

401K

Paid time off

Holiday pay

Equity Purchase Program (eligibility)

Flexible working arrangements

Job summary

Allworth Financial seeks a Corporate Development Analyst to support acquisition growth through financial analysis, modeling, valuation, due diligence, and integration activities within the Corporate Development team. This is a remote or hybrid role with flexibility to work in Folsom, CA or Addison, TX offices.

It is a full-time, exempt position with a base salary range of $100,000–$110,000 and a comprehensive benefits package.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field required.
• 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst.
• Experience working with private equity-backed firms a plus.
• Process-oriented and highly organized, with excellent attention to detail.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent verbal and writing communication skills.
• Strong interpersonal and organization skills.

Responsibilities

• Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses.
• Prepare transaction due diligence packages for Board approval of the transaction.
• Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings.
• Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities.
• Manage diligence data room to ensure timely review of data provided by potential partners.
• Support post-merger tracking to ensure deal value is realized.
• Monitor and report to senior leadership on the status of corporate development opportunities being pursued.
• Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work.
• Perform ad-hoc financial and operational analysis and reports as required.

Skills

Excel & PowerPoint

Analytical thinking

Communication skills

Attention to detail

Organization skills

Interpersonal skills

AI tools familiarity

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Excel

PowerPoint

AI tools (Claude, ChatGPT)

Job description

Summary

The primary responsibility of the position is to support acquisition growth through financial analysis and modeling, valuation, due diligence, and integration activities within the Corporate Development (Mergers & Acquisitions) team.

This is a remote or hybrid position with the flexibility to work in our Folsom, CA office or in our Addison, TX office.

This is a full-time, exempt, hybrid position and has the flexibility to work in one of our Folsom, CA or Addison, Texas offices.

The base salary range is $100,00-$110,000

Duties and Responsibilities

• Review diligence data for potential acquisitions and prepare valuation analyses through the building of proforma P&Ls, including evaluating any open items required to complete analyses


• Prepare transaction due diligence packages for Board approval of the transaction


• Prepare presentation packages on M&A opportunities and closed/won transactions for Board meetings


• Develop presentation material and other key transaction-related documentation, such as Letters of Intent and Purchase Agreement disclosures, to support corporate development activities


• Manage diligence data room to ensure timely review of data provided by potential partners


• Support post-merger tracking to ensure deal value is realized


• Monitor and report to senior leadership on the status of corporate development opportunities being pursued


• Identify opportunities to streamline existing processes, improve efficiency, and leverage technology to reduce manual work


• Perform ad-hoc financial and operational analysis and reports as required

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field required


• 2+ years of professional experience in Corporate Development (M&A), Strategic Finance, Consulting, Auditing, Operations, Investment Banking, or similar environment working as a data analyst or a financial analyst


• Experience working with private equity-backed firms a plus


• Process-oriented and highly organized, with excellent attention to detail


• Strong analytical and problem-solving skills with high attention to detail


• Excellent verbal and writing communication skills


• Strong interpersonal and organization skills


• Advanced Excel and PowerPoint skills


• Familiarity with AI tools (e.g., Claude, ChatGPT)

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates


• Dental insurance with MetLife


• Vision insurance with VSP


• Optional supplemental benefits


• Healthcare savings accounts with company contribution


• Flexible spending accounts


• Flexible working arrangements


• Generous 401K contributions


• Exempt associates qualify for our flexible paid time off policy


• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment


• 11 Paid Holidays


• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)


• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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